Method Community

Hi Aaron,  There is a setting on your account called Assign Ref Numbers In Method? that can be found in your Method account under the Quickbooks>Synchronize tab link. If this is checked, Method will assign your reference numbers by taking the largest current number and adding one. If this is not checked, Method will wait ...

We're working on setting up a customer account login area on our website where copies of final invoices may be downloaded directly. I've created a REST API on the website side that allows us to update order status from (example) Processing to Complete, once an invoice is generated from a sales order... or "Partially Shipped" ...

Dave, I will explain how to regenerate the Item table again to see if this was the issue.  However if this doesn't fix your issue, I would suggest contacting us with Method Support turned on for your acount, this was we can go in and double check some settings. Renerate Item table: From within Method, go to the Customize ...

Not working still. Cleared out the cache, signed out and signed back in -- nothing. You lost me on Customize tab. Not sure where I should be looking for that. Can you explain further. Thought I was fairly good at avoiding "user error", but this is a bit frustrating! If you could further explain the Customize, then Tables/Fields, ...

I just created a report using the QuickBooks Reports screen but when the syn engine tries to execute, it bombs. Here's the report failure text.: The report failed to be generated: There was an exception running the extensions specified in the config file. ---> Maximum request length exceeded. Report Details: a 'transaction ...

Hi Dave, I do have a couple of suggestions that should help you get into the List Screen.  First, I would try simply logging out of Method and back in.  If that didn't solve the issue, I would suggest possibly trying to load this screen from any other browser than you are currently using.  If you are still unable to load this ...

Adrian, There isn't really much I can add to my last post here.  Because price levels are not setup within Method from stock screens, then all characterists with your Retail Price Column would be customized.  It appears that this screen is designed so that you are unable to pull the price list information from ...

That would explain why I never found it. When I go to the "lists" tab within Quickbooks link, all I get is the hourglass thing. It's been 5 minutes now and nothing. Any ideas what the heck that would mean?   Dave

Hi DCanaris, This shouldn't be too difficult to do, please first make sure you are in your Quickbooks Tab Group first.  This can be confirmed from within Method by looking at the top-right corner of your page, to the left of your login name, you will see a dropdown for CRM/Quickbooks/MobileUsers, make sure Quickbooks is chosen. ...

Ben, Now we are creating more estimates we only want to send estimates to quick books when they are converted to an order. I have enabled access for method support if you coudld take a quick look to check that there is no issue with method as the retail price on the custom estimate is only populated when syncromized with ...